Additional feature: offer management and forecasts

Extends the standard function with simple quotation management and queries of forecasts

Where can I search for my offers? Which of my offers are open? Which of my offers are closed? And where can I view my forecasts? The additional function Additional featureSales has the answers and helps to keep track of all sales activities. For full use, the licensing of the “Budget & Phases module is a prerequisite.

How It Works

Within the following subfolders, you can manage offers, view sales activities and view forecasts:

  • Search for offers
  • All open offers
  • Offers awarded
  • Completed offers
  • Rejected offers
  • Sales activities
  • Queries
  • Forecasting

a detailed description is available in the Knowledge Base Article  Additional Feature: Sale

There you will also find the file for download.

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